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Us Treasury Bonds and the Dollar Face a Paradigm Change

Summary by Bloomberg Linea
The US fixed income goes through a paradigm shift: the 10-year bond yield stopped moving in line with the dollar index, and as the cycle of cuts started in September 2024 progresses, the long stretch of the curve rises and part of the search for refuge migrates to gold and even to bitcoin, according to a private report. SEE MORE: How much can the carry trade yield in Brazil, Mexico and Argentina?According to the Argentine consultant Delphos Inve…
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Gold also exceeded the Japanese yen and Swiss franc in yield, mainly because it was "apolitical".

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The US fixed income goes through a paradigm shift: the 10-year bond yield stopped moving in line with the dollar index, and as the cycle of cuts started in September 2024 progresses, the long stretch of the curve rises and part of the search for refuge migrates to gold and even to bitcoin, according to a private report. SEE MORE: How much can the carry trade yield in Brazil, Mexico and Argentina?According to the Argentine consultant Delphos Inve…

The president of the US Federal Reserve (Fed), Jerome Powell, has opened the door to resume the path of interest rate reductions this July, in front of the...

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Expansión broke the news in on Wednesday, July 2, 2025.
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